Turnover Statistics Report by Stock Category
Debtors >Reports >Report list
| Select | Select if you want your report to be pulled using annual dates (January - December) or Financial Year Dates (April - March) |
| Year | Select the financial year you are wanting to pull a report for. |
| Start Month | Choose the month you want to run your report from |
| Group By | Select from the drop-down menu if you want to pull your report by a specific group, you can choose from No Grouping, Region, Division or Sales Rep. |
| Category | To generate the report, the user has to select the category from the drop-down menu |
| Division | If you have set up divisions for your debtors, you can pull the report for all your debtors or you can select a specific Division from the drop-down menu. |
| Sales Rep | If you want to run a report by a specific sales rep, then you will need to select the sales rep on the drop-down menu. If you leave the sales rep on all the report will run by all sales rep. |
| Include Cost | When you select Include costs, you can double click on specific Stock items which will then move over the select column which will be the items you pull the report for. |
| Month YTD | Choose the month you want to run your report up to. |
| Data Type | Select if you want Posted Data or Static Data |
| Summary | If you put the tick on the report will only pull limited information |
| Region | You can pull the report for all your debtors, or you can select a specific Region from the drop-down menu if you have set up Regions for your debtors. |
| Assembly | If you run jobs through an assembly line, you can choose to filter for only those jobs or you can choose to exclude those jobs or pull a report that will have all jobs. |
| Prev. Year | Tick the Previous year to add a column to your report will show your stats for the same time frame of the previous year. |
No Comments